69
69
Feb 4, 2013
02/13
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or wasn't going to mean for the u.s., then you have the fed come out in december and say they would buy $45 million in treasuries out again and gold price came down $150 bucks. >> tom, thanks so much. we will do final trades after this short break. [ indistinct shouting ] ♪ [ indistinct shouting ] [ male announcer ] time and sales data. split-second stats. [ indistinct shouting ] ♪ it's so close to the options floor... [ indistinct shouting, bell dinging ] ...you'll bust your brain box. ♪ all on thinkorswim from td ameritrade. ♪ we all work remotely so this is a big deal, our first full team gathering! i wanted to call on a few people. ashley, ashley marshall... here. since we're often all on the move, ashley suggested we use fedex office to hold packages for us. great job. [ applause ] thank you. and on a protocol note, i'd like to talk to tim hill about his tendency to use all caps in emails. [ shouting ] oh i'm sorry guys. ah sometimes the caps lock gets stuck on my keyboard. hey do you wanna get a drink later? [ male announcer ] hold packages at any fedex office location. an
or wasn't going to mean for the u.s., then you have the fed come out in december and say they would buy $45 million in treasuries out again and gold price came down $150 bucks. >> tom, thanks so much. we will do final trades after this short break. [ indistinct shouting ] ♪ [ indistinct shouting ] [ male announcer ] time and sales data. split-second stats. [ indistinct shouting ] ♪ it's so close to the options floor... [ indistinct shouting, bell dinging ] ...you'll bust your brain...
24
24
Feb 21, 2013
02/13
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eye 24
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be in u.s. . stocks provide a yield of less than 2%, which historically is towards the low end of the long-term historical range. sure it's a lot better than it was 12 years ago but it's pretty anemic. secondly, profits are a larger share of gdp than they've been any time historically since 1929 and wages are the lowest share of gdp since 1937. so put those together and rising earnings from these levels would be a formula for occupy wall street to suddenly become a mainstream movement. >> what's the trade right now? you brought some heat, right, with your thoughts to get out of u.s. stocks, then shine some light on people. to be?o they need >> sure, sure. there's always something invest in. to faced what i call a 3d deficits down? ef mer emerging markets debt has better debt coverage ratios and yet they pay a much higher yield. yield 70 basis points more than u.s. stocks. in an efficient market that would mean their growth rate must be 70 basis points slower. well, i don't think that's going to ha
be in u.s. . stocks provide a yield of less than 2%, which historically is towards the low end of the long-term historical range. sure it's a lot better than it was 12 years ago but it's pretty anemic. secondly, profits are a larger share of gdp than they've been any time historically since 1929 and wages are the lowest share of gdp since 1937. so put those together and rising earnings from these levels would be a formula for occupy wall street to suddenly become a mainstream movement. >>...
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56
Feb 1, 2013
02/13
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for example, if you were to go to the u.s. mint website you would find out that people are buying as many dollars of silver as gold. that means they're buying 50 times more physical silver than gold. >> right. >> it's only produced 11 to 1. there's 11 ounces more. for investment purposes, a lot of silver is used for industrial uses, there is only three times as much silver to buy versus gold for investment. >> thanks very much for joining us. scotty, from what is now becoming a very hot palm beach as you see here, back to you. >> beautiful live shot there. thanks so much for bringing that great interview to us. eric sprott thanks to you as well for coming on our show today. coming up on halftime the clash of the titans. one week later. we'll look back at the tale of the herbalife tape. the company is stuck in the middle of this very heated battle. all stations come over to mission a for a final go. this is for real this time. step seven point two one two. verify and lock. command is locked. five seconds. three, two, one. stand
for example, if you were to go to the u.s. mint website you would find out that people are buying as many dollars of silver as gold. that means they're buying 50 times more physical silver than gold. >> right. >> it's only produced 11 to 1. there's 11 ounces more. for investment purposes, a lot of silver is used for industrial uses, there is only three times as much silver to buy versus gold for investment. >> thanks very much for joining us. scotty, from what is now becoming...
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61
Feb 27, 2013
02/13
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i like u.s. equities, i like emerging market equities and if you're going to be in thick income, be on the credit side. i look at what zbois going on i the united states with corporate america sitting there with a cash on their balance sheets and think we're poised to do well for the next couple of years. >> why do you see growth improving overseas? we know china may be coming back but they're flooding their system with the shadow banking, so their leverage increased dramatically. in europe, the growth has gone the other way. it has declined and worsened there. >> i don't view europe as emerging markets are much more interesting. china, it seems to have stabilized. it had been an area of concern. i don't think it is going to surge tremendously, i think they have it under control which is a plus. i think other parts of the emerging markets are looking pretty corrective as well. >> are you at all worried that italy could upset the view and the direction of the market, at least in the near term? >>
i like u.s. equities, i like emerging market equities and if you're going to be in thick income, be on the credit side. i look at what zbois going on i the united states with corporate america sitting there with a cash on their balance sheets and think we're poised to do well for the next couple of years. >> why do you see growth improving overseas? we know china may be coming back but they're flooding their system with the shadow banking, so their leverage increased dramatically. in...
126
126
Feb 19, 2013
02/13
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eye 126
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that's a large percentage of the u.s. housing potential, very critical for us, especially with our timberlands in the pacific northwest. and then, you know, rolling into the first of the year we always talk about housing sales in january being slow until after the super bowl, but before the super bowl our sales were up we reported about 125% year over year in the first of the year. >> can you comment at all on what your material cost, the what the cost of lumber is and how quickly it accelerated? it seemed to be one of the head winds cited in today's survey. >> lumber has moved up quickly. all materials costs have some element of inflation pressure, you know. our concern in the market today is cost pressure, not just from lumber but other building materials. but most importantly, land costs. so, you know, there was a lot of excess supply of land and vacant lots, especially developed lots during the recession. that supply is dwindling very quickly and so there's tightness in the land market and that puts upward pressure on
that's a large percentage of the u.s. housing potential, very critical for us, especially with our timberlands in the pacific northwest. and then, you know, rolling into the first of the year we always talk about housing sales in january being slow until after the super bowl, but before the super bowl our sales were up we reported about 125% year over year in the first of the year. >> can you comment at all on what your material cost, the what the cost of lumber is and how quickly it...
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51
Feb 12, 2013
02/13
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they hit 8,000 neighborhoods in the u.s. in all 50 states and announced a new financing, a peer of ours, and david has taken a board seat with the company and everything we're seeing is accelerating. we believe the local community where your neighbors are talking to each other is a specific social opportunity from facebook. >> uber, for those that don't know, it's a car service. >> it's an unbelievably magical service. a smartphone in a consumer's hand and smartphone in a driver's hand and algorithm that helps route all those things. when it hits scale, it hit scale in san francisco, pickup time is less than two minutes and changes behavior in the market. >> the time frame for taking those types of companyies publi is what, if not specific or exact, what's your train of thought? >> in the 1990s, it could be as low as three years and got extended to 10 or 11 as we went through the dry summer of the 2000s. i think today because of the way viral is playing on the internet you're seeing companies hit revenue growth rates much hi
they hit 8,000 neighborhoods in the u.s. in all 50 states and announced a new financing, a peer of ours, and david has taken a board seat with the company and everything we're seeing is accelerating. we believe the local community where your neighbors are talking to each other is a specific social opportunity from facebook. >> uber, for those that don't know, it's a car service. >> it's an unbelievably magical service. a smartphone in a consumer's hand and smartphone in a driver's...
39
39
Feb 7, 2013
02/13
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CNBC
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eye 39
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by the way, this is not just a u.s. story. very important. 70% of their new member growth in the last quarter came from overseas. >> josh, it's expensive. it buying stocks and trading. >> this is the internet sector. can't talk about value in this sector. >> let's join on linked in and carry on the conversation. >> no, no. >> all right. the gavel comes down. doc, who made the more compelling argument? >> i'll tell you what the options players are saying right now. i think that was a decent argument, you guys. >> that sounds like a cop-out. >> it's a huge cop-out, but they're selling the 130s, 135s, and 140 calls. nobody thinks it's going up more than $7 from the 123 it's already at. >> let's get to kate kelly who has news on s.e.c. >> there's been a lot of speculation going into the redemption deadline for sac capital as to whether they're going to lose capital from the ongoing legal issues they're facing. but from my understanding, there's no way they're going to lose more than $1 billion and considerably less. one is their g
by the way, this is not just a u.s. story. very important. 70% of their new member growth in the last quarter came from overseas. >> josh, it's expensive. it buying stocks and trading. >> this is the internet sector. can't talk about value in this sector. >> let's join on linked in and carry on the conversation. >> no, no. >> all right. the gavel comes down. doc, who made the more compelling argument? >> i'll tell you what the options players are saying right...
541
541
Feb 13, 2013
02/13
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eye 541
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are sensitive to that reversal because you're seeing equity markets pull back, it's going to lift the u.s. stock so you have to watch the euro currency here. the one place i would not leave is the financial, i'd stay with those. >> virtual dr. j. i feel like you're sitting with me. >> right here next to these guys. >> what are you doing today? >> well, joe talked about financials just now and i agree, it's been a very narrow range in the financials so far but they are still in positive territory. so unless we give up leadership there, michelle, then i think we're okay. to the tlt side it was interesting i thought to see it slide down beneath 1.16, the barclays etf that tracks that and slid below at 1.16, and this index has been under pressure as money comes out of the bonds i think it will continue to come out of them and i think those go lower still. >> josh you were saying we were right for a pullback. why? what is the story? >> something called the revelive strength index when you look at it for the whole globe, every market around the world, right now reading 64. ubs had a note this m
are sensitive to that reversal because you're seeing equity markets pull back, it's going to lift the u.s. stock so you have to watch the euro currency here. the one place i would not leave is the financial, i'd stay with those. >> virtual dr. j. i feel like you're sitting with me. >> right here next to these guys. >> what are you doing today? >> well, joe talked about financials just now and i agree, it's been a very narrow range in the financials so far but they are...